Nakisa Sharif Kashani is a financial advisor at Merrill with a Series 66 designation and two years of industry experience. Prior to joining Merrill, Kashani worked at Scotiabank for ten years. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Michael Kosolcharoen is a financial advisor with LPL Financial, holding a Series 66 designation and 11 years of industry experience. He previously worked at Edward Jones for seven years before joining LPL Financial in 2022. Kosolcharoen is also the owner of EWG, Inc., a non-investment related business entity. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning and model portfolio programs, utilizing both proprietary and third-party strategies.

Stephen Wiedemann is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He previously worked at Ameriprise Financial Services, Inc. for nine years before joining Wells Fargo Clearing in 2018. Outside of his advisory role, he has a minority ownership in Marquette River Lodge, an outfitter and fly-shop offering adventure tours. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, delivering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and based on modern portfolio theory, with an investment menu that notably includes insurance-related vehicles and bank deposit sweep options.

Skyler Sweeney is a Financial Consultant at Fidelity Investments, a position held since 2025. In this role, Skyler assists individuals and families in making informed financial decisions through comprehensive planning that aligns with their long-term goals. Skyler's experience at Fidelity Investments includes roles as Investment Consultant, Planning Consultant, Relationship Manager, and Financial Representative, spanning from 2021 to the present. This progression highlights a sustained focus on client-oriented financial services and strategy development. Skyler holds a California Insurance License and engages in personal interests such as biking, golf, snowboarding, surfing, and social activities with friends.

Rowena Lacuesta is a financial advisor at Wells Fargo Advisors with 29 years of industry experience. She holds Series 63 and Series 66 licenses and has worked in various roles within Wells Fargo since 2009, including at Wells Fargo Clearing and Wells Fargo Advisors LLC. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that provides investment and fee-based financial planning services to individuals, trusts, and institutional clients through a broad planning menu covering cash-flow, retirement, education, risk, and wealth-transfer planning, along with specialized services like business-owner transition and special-needs analysis.

Christopher Klecka is a financial advisor with Merrill in Newport Beach, CA, holding Series 65 and Series 66 designations and 14 years of industry experience. Prior to joining Merrill in 2024, he worked at CitiGroup for seven years and at F-Star Property Management for three years. He serves on the board of directors for St. Joseph the Worker, a charitable organization in Phoenix, AZ. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations, integrating tactical asset allocation and tax-aware options.

Patrick Bulubenchi is a financial advisor with Merrill in Newport Beach, CA, holding a Series 66 designation. He has one year of industry experience and prior work history includes roles at Bank of America, Chapman University, Wishon Company Inc., California State University San Marcos, Fullerton Union High School, and Beechwood Middle School. Merrill, alongside its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Brooke Crownover is a financial advisor at Morgan Stanley in Newport Beach, CA, with two years of industry experience. She holds the Series 66 designation and has previously worked at Flight Services International, The Downtown Club, Victory Sports, and Amazing Lash Studio. Morgan Stanley Wealth Management serves individuals and institutional clients by offering a range of advisory programs and personalized financial planning using structured processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and provides planning services both directly and through corporate agreements.

Scot Benefiel is a Senior Financial Advisor at Merrill Lynch Wealth Management in the Phoenix area. He founded The Benefiel Group, a multi-generational team that provides customized wealth management strategies tailored to the unique needs of high net worth clients and their families. The group offers a broad range of financial services including portfolio development, estate and family legacy planning, business owner transaction advice, and structured credit through Bank of America for financing needs. Scot graduated from Indiana University in 1982 with a B.S. in Accounting and began his career at Price Waterhouse Phoenix. He served as a Certified Public Accountant from 1984 to 1988 before joining Merrill Lynch in 1988. He holds professional designations including Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). He and his wife Mary have been active in the Phoenix community for over 40 years, with Scot serving on the Executive Council of the Phoenix Boys and Girls Clubs and on an Advisory Board of the Hoyt Foundation. He has also coached high school basketball in Scottsdale for many years. Scot enjoys spending time with his family, which includes two children and five grandchildren, and has interests in basketball, golfing, hiking, skiing, and swimming.

Travis Shirley is a financial advisor with J.P. Morgan Securities in Newport Beach, CA, holding Series 63 and Series 66 licenses and 25 years of industry experience. He has been with JPMorgan Chase Bank NA and J.P. Morgan Securities since 2014. In addition to his advisory role, he is also employed by JPMorgan Bank, where he offers deposit and credit products. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, utilizing a quantitative asset-allocation approach combined with centralized due diligence and an ESG eligibility framework.

Brady Schrock is a financial advisor at J.P. Morgan Securities with 15 years of industry experience. He has been with J.P. Morgan Securities and JPMorgan Chase Bank, N.A. since 2013. He holds the Series 63 and Series 66 designations. J.P. Morgan Securities LLC provides investment consulting and advisory services mainly to institutional clients and retirement plan sponsors, utilizing a process that combines quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework.

Kyle Bergstrom is a financial advisor with Charles Schwab who holds a Series 66 designation and has nine years of industry experience. He has worked at Charles Schwab Bank, SSB since 2017 and Charles Schwab & Co., Inc. since 2016. Charles Schwab & Co., Inc. serves a large client base primarily composed of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers a combination of non-discretionary advisory services with access to discretionary separately managed accounts and uses multi-asset model portfolios supported by in-house research and due diligence on alternative investments.

Sammy Chau is a financial advisor with Charles Schwab in Mission Viejo, CA, holding a Series 66 designation and six years of industry experience. Prior to joining Charles Schwab Bank and Charles Schwab & Co., Inc. in 2020, he worked at Capital Group Companies from 2014 to 2018. Outside of advisory work, Chau is a part owner of a separate real estate venture, Pilgramitas LLC. Charles Schwab & Co., Inc. serves a large client base of primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers a combination of non-discretionary and discretionary investment guidance using multi-asset model portfolios, supported by centralized supervisory and custody arrangements.

Linda Dunbar is a financial advisor at OSAIC with 33 years of industry experience. She has held positions at Cooper McManus and Securities America, Inc., including Securities America Advisors, before joining OSAIC in 2024. Dunbar holds Series 63 and Series 65 licenses. She is also licensed as an insurance agent, including variable annuity sales. OSAIC serves a diverse client base ranging from individual investors to institutional entities, offering integrated brokerage, advisory services, and access to a wide range of investment options and third-party managed account solutions. The firm utilizes firm-provided asset-allocation tools and supports both discretionary and non-discretionary portfolio management.

Ryan Tuverson is a Wealth Management Advisor at Merrill Lynch Wealth Management, specializing in partnering with business owners, executives, and families to develop coordinated, tax-efficient financial strategies. He focuses on helping clients maintain and optimize their financial plans over time, providing ongoing guidance similar to a coach supporting a professional athlete. Ryan brings expertise in areas including tax-efficient planning, retirement readiness, business succession, investments, and legacy planning, with a particular emphasis on assisting physicians, attorneys, and business owners build, preserve, and transfer wealth. He holds a bachelor's degree from the University of Southern California and completed the Wealth Management Theory & Practice Certificate Program at the Yale School of Management. Ryan has obtained several professional designations, including CERTIFIED FINANCIAL PLANNER (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Certified Private Wealth Advisor (CPWA), and Personal Investment Advisor (PIA). In 2019, he was named to Forbes' "Best-in-State Next-Generation Wealth Advisors" list. Based in Manhattan Beach, Ryan lives with his wife Julia and their two daughters. He is involved in his community through AYSO and has personal interests including football, reading, surfing, tennis, and spending time with his family.

Mark Wagner is a financial advisor at Osaic Wealth, Inc. based in Mission Viejo, California, with 38 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked with Royal Alliance Associates, Signator Investors, and owns RMC Financial Services. Outside of his advisory work, he coaches freshman baseball at El Toro High School. Osaic Wealth, Inc. serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services with a range of investment options and uses advanced tools such as asset-allocation models and automated rebalancing to manage portfolios on both discretionary and non-discretionary bases.

Trang Vo is a financial advisor at J.P. Morgan Securities with five years of industry experience. She holds a Series 66 designation and has worked at J.P. Morgan Securities and JPMorgan Chase Bank since 2022, following four years at LPL Financial. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework in its recommendations.

Conner Pendley is a Planning Consultant at Fidelity Investments, a position he has held since 2025. Prior to this role, he served as a Relationship Manager at Fidelity Investments from 2023 to 2025, and as a High Net Worth Associate from 2022 to 2023. Before joining Fidelity Investments, he worked as a Financial Representative at Northwestern Mutual from 2019 to 2022. Conner's approach to financial advising is centered on a disciplined, client-focused process. He emphasizes understanding each client's comprehensive financial situation, priorities, and long-term goals. He sees his role as a collaborative partner, offering objective guidance, comprehensive planning, and consistent communication to help clients make informed decisions with confidence. He holds a California Insurance License. Outside of his professional work, Conner has personal interests that include baseball, beach activities, bowling, fitness, football, and snowboarding.

Terrie Rudolph is a financial advisor at Merrill with 37 years of industry experience. She holds the Series 66 designation and has been with Merrill since 1997. Merrill, along with its affiliate Managed Account Advisors LLC, offers managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm provides a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Michelle Scarcelli is a financial advisor at Stifel with 28 years of industry experience. She holds Series 63 and Series 65 credentials and has worked at Stifel Nicolaus & Co Inc since 2021. Her previous roles include positions at Bank of America and Merrill. Stifel serves a diverse client base including individuals, institutional clients, and various organizations, offering brokerage and investment advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group.